Pension - Schwab Retirement Plan Services

Schwab Retirement Plan Services, Inc. is the recordkeeper for the Employee Pension Plan and Trust for Local Union 52 of the United
Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada (the “Plan”).

Take full advantage of everything the Plan has to offer. Take some time to assess your retirement savings goals, carefully review your investment strategy, and take advantage of the various resources and tools available to you through Schwab Retirement Plan Services, Inc. You will be able to take advantage of various useful retirement plan features, including:

• The ability to access and transact in your account in a manner that is convenient to you: online, on the go with the
Schwab Workplace Retirement app,1 or by phone.
• The same menu of mutual funds and individual investments to select from when building your portfolio.
• Access to market performance tools, calculators, and resources to help you structure a retirement savings strategy that
may be appropriate for you.
• Helpful and friendly Participant Services Representatives with convenient hours.

Please contact Participant Services at 1-800-724-7526 or log on to to:

• Reallocate your assets.
• Access retirement planning videos and market insights at
• Get professional help for your Plan account.
• Designate beneficiary(ies) for your Plan account.

Retirement plan advice.
If you’re like most people, you’re counting on your Plan account to support you during retirement—but you may not know how to create a portfolio or manage investments. Schwab Retirement Planner®2 does the work for you. You get access to ongoing professional management and the value of a personalized retirement savings and investment strategy with managed account and advice services provided by Morningstar Investment Management LLC. Schwab Retirement Planner calculates the income you’ll most likely need in retirement, recommends a savings target to help you get there, and manages your investments along the way.

Management of your account through Schwab Retirement Planner includes the following:
• An allocation of assets to a portfolio based on the funds in the Plan and your personal circumstances and goals.
• Diversification of your investments.
• Review of your investment mix every three months and adjustment, if needed, based on market performance or updates
to your situation, to help you stay on course with your strategy.
• Portfolio reassessment at least annually to account for being closer to retirement and to consider any additional changes
that you or your employer communicates.

There is a flat fee for the professional services provided by Schwab Retirement Planner. If you prefer a more hands-on approach, you have access to a point-in-time advice tool that can provide and implement a one-time savings rate and asset allocation recommendation based on your current situation. To access the point-in-time advice tool, log on to and select the Advice tab once the transition is complete. Resources to help keep you connected.    Check balances, request investment information, choose investments, and more.

Call Participant Services.   1-800-724-7526
Representatives are available from 6 a.m. to 10 p.m. CT, Monday through Friday.

Schwab Workplace Retirement app  Manage your account on the go with the Schwab Workplace Retirement app. Check your account, monitor your personal performance, and securely access the full website.

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